JOYN Advisors’s NiSource NI Stock Holding History

JOYN Advisors’s Portfolio NI Stock Details NI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,008	Closed	-$26K	–	943
2018 Q4	$26K	Buy	1,008 +70	+7%	+$1.81K	0.01%	566
2018 Q3	$23K	Buy	938 +76	+9%	+$2.01K	﹤0.01%	642
2018 Q2	$23K	Buy	862 +680	+374%	+$16.7K	﹤0.01%	623
2018 Q1	$4K	Buy	+182	New	+$4.31K	﹤0.01%	912

Other funds holding NI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JOYN Advisors's NI Position: Q1 2019 in Review

JOYN Advisors sold out of NiSource (NI) in Q1 2019, closing a stake of 1,008 shares — an estimated $26K sold.

JOYN Advisors first reported a position in NI in Q1 2018 and held it in 4 quarters. The position peaked at $26K in Q4 2018. 477 funds tracked by Wall St. Rank hold NI as of Q1 2019.

JOYN Advisors reported no remaining NiSource position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,008 NiSource shares in Q1 2019, an estimated $26K.
JOYN Advisors first reported a position in NiSource in Q1 2018 and held it in 4 quarters.
JOYN Advisors's NiSource position peaked at $26K in Q4 2018.
477 funds tracked by Wall St. Rank held NiSource as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.